SWM

Sugarloaf Wealth Management Portfolio holdings

AUM $529M
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$427M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$1.85M
3
+$1.72M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.68M
5
DRSK icon
Aptus Defined Risk ETF
DRSK
+$1.57M

Top Sells

1
+$3.21M
2
+$773K
3
+$731K
4
NVDA icon
NVIDIA
NVDA
+$532K
5
MCK icon
McKesson
MCK
+$522K

Sector Composition

1 Technology 7.69%
2 Financials 3.49%
3 Healthcare 2.34%
4 Consumer Discretionary 2.33%
5 Consumer Staples 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2.66K ﹤0.01%
+100
602
$2.63K ﹤0.01%
96
603
$2.55K ﹤0.01%
131
-86
604
$2.36K ﹤0.01%
37
605
$2.31K ﹤0.01%
44
606
$2.28K ﹤0.01%
202
607
$2.21K ﹤0.01%
60
608
$2.17K ﹤0.01%
34
-2
609
$2.14K ﹤0.01%
26
610
$2.13K ﹤0.01%
334
611
$2.1K ﹤0.01%
60
612
$1.99K ﹤0.01%
121
613
$1.99K ﹤0.01%
+100
614
$1.98K ﹤0.01%
49
615
$1.97K ﹤0.01%
+500
616
$1.97K ﹤0.01%
48
617
$1.95K ﹤0.01%
69
618
$1.91K ﹤0.01%
47
+1
619
$1.91K ﹤0.01%
51
620
$1.88K ﹤0.01%
250
621
$1.86K ﹤0.01%
115
622
$1.82K ﹤0.01%
16
-1,081
623
$1.8K ﹤0.01%
15
624
$1.76K ﹤0.01%
266
-13
625
$1.76K ﹤0.01%
10
23 24
25
26 27